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| Provider | Service type | Compensation |
|---|---|---|
SMS RETIREMENT3 years Service code 11 · EIN 31-1140818 | Actuarial | $35,000 |
Filed as: FIDELITY BROKERAGE SERVICE LLC Service code 28 · EIN 04-3523439 | Investment Management | $24,217 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -15.41% | -14.45%-1.0pp | -38.86%+23.4pp | 39.77%-55.2pp |
| Employer contribution / active EE | $11,789 | $14,058-16.1% | $37,752-68.8% | $19,959-40.9% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |